# Agency multi-client app checklist

Sociana template v1.0, reviewed 2026-10-19. Tick items off, add an owner and a date beside each, and delete what does not apply.

## Structure

- [ ] Decide who owns the app and store listing
- [ ] Decide how occasions are named and coded
- [ ] Decide what each occasion may customise
- [ ] Decide the standard modules for each occasion type
- [ ] Set up admin roles for agency staff

## Onboarding a client

- [ ] Collect client brand assets
- [ ] Agree the audience and login method
- [ ] Create the occasion and its join code
- [ ] Import members with their groups
- [ ] Build the agenda and information pages
- [ ] Agree notices and the communication calendar

## Per-occasion setup

- [ ] Theme colours and splash for the occasion
- [ ] Choose enabled features and rules
- [ ] Create group scopes for content
- [ ] Prepare QR or code cards for guests
- [ ] Test with a client contact on their phone

## Data and privacy

- [ ] Write a privacy notice per occasion
- [ ] Record consent where needed
- [ ] Restrict agency staff access to assigned occasions
- [ ] Set retention dates per occasion
- [ ] Plan data export and deletion on request

## Support

- [ ] Publish a support route for guests
- [ ] Set support hours around event days
- [ ] Record issues and fixes per occasion
- [ ] Keep a runbook for common problems

## Closing

- [ ] Send an outcome report to the client
- [ ] Export client data on request
- [ ] Archive or reset the occasion
- [ ] Review what to reuse next time
- [ ] Update the template for the next client

Source: sociana.in/templates/agency-multi-client-app-checklist/